River Campus Libraries 1 CUIPID Project Catalog User-Interface Platform for Iterative Development David Lindahl Director of Digital Library Initiatives.

River Campus Libraries

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CUIPID ProjectCatalog User-Interface Platform for Iterative Development

David LindahlDirector of Digital Library InitiativesUniversity of Rochester Libraries

Jeff SusczcynskiLead DeveloperUniversity of Rochester Libraries

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What is CUIPID?

Catalog User Interface Platform for Iterative Development

Project of the Digital Initiatives Unit at the University of Rochester Libraries

CUIPID is a technology platform that enables iterative, user-centered design of new catalog user interfaces

It will help us relate metadata and user needs.

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

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Users must select a search type.

Example: Choose “title” if you know exact title, or

the beginning of the title Choose “title keyword” if you know

some words in title Users must select the correct type for

optimal or acceptable results

Usability Issue

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Usability Issue

Users should not enter initial articles.

Initial articles are “a” “an” and “the” Certain search types are left-anchored and

user must leave off initial articles when these are used

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Usability Issue

Users must undestand what a left-anchored title search is and when it is called for.

Some search types are, some aren’t Patron is looking for the “Journal of Cell

Biology” Patron selects Journal Title for search type

and enters: “Cell Biology” – fails “Journal of Cell Biology” - success “Journal of Cell” - success

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Users must use “set limits” to navigate large result sets.

User needs to resubmit search Too many choices for language, location, etc Date limits confusing

Usability Issue

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Usability Issue

Users don’t understand the invisible boundaries of our information islands.

Users search for journal articles in the catalog

Users search for books in website search

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Collecting multiple records to print, save, or email is confusing.

Too many buttons and choices Layout confusing Doesn’t remember choices between

different results pages

Usability Issue

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Opportunity

Libraries should hide the technology.

Systems Online Catalog Website Databases Interlibrary Loan

Features Search Engines Authentication Mechanisms Requests

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Opportunity

Incorporate other content indices

Course pages Web pages (subject guides) Institutional Repositories Digital content repositories

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Provide automatic spelling suggestions

Voyager Catalog Google RCL Site Search CUIPID

Opportunity

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Opportunity

Support number searching whether spelled out or numerical

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Opportunity

Provide more useful information with record displays.

Display suggestions of other titles instead of just subject headings

Book cover images, sample pages Reviews Recommendations Donor information

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Opportunity

Provide context-sensitive services based on circulation status

Examples: If item is available, provide a stack map If item is checked-out, provide a recall form If item is lost, provide an interlibrary loan

request form

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Opportunity

Automatically recognize journal title abbreviations

Interpreting citations with journal title abbreviations is difficult without extensive knowledge or a reference book

This can be accomplished with a web-service that can translate abbreviation to full-title

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

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FRBR Model

AACR2

FRBR

MARC

Anglo-AmericanCataloguing Rules

Machine ReadableCataloging

Functional Requirementsfor Bibliographic Records

?

?AACR3

?

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FRBR Example

What might FRBR accomplish for users? Here is an example…

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FRBR Example

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FRBR Example

Susan B. Anthony Keyword Search – Top Hits

1) Biography2) Biography3) Biography4) Susan B. Anthony

Preservation District5) Her Writings6) Biography7) Biography8) Biography9) Correspondence10) Virgil Thomson opera

recording11) Biography

12) Proceedings of her Trial13) Virgil Thomson opera

recording14) Music from the Ken

Burns film 15) The Ken Burns film16) Biography17) Biography18) Analysis of her writings19) Women’s Studies

Newsletter20) Her papers21) Biography

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FRBR Example

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FRBR Example

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FRBR Example

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FRBR Example

Why is this better? Collocation: materials with the same or

related content are grouped together. Easier navigation through search results Precise results with simple search queries.

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What is FRBR?

Functional Requirements for Bibliographic Records

IFLA publication, 1998 A conceptual model, not a standard Relates bibliographic data to user tasks Tools and rules are available

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FRBR Entities

Group 1 Work, Expression, Manifestation, Item Products of intellectual or artistic endeavor

Group 2 Person, Corporate Body Those responsible for intellectual or artistic

content Group 3

Concept, Object, Event, Place Serve as subjects of works

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FRBR Group 1 Entities

Work

Expression

Manifestation

Item

Goethe’s “Faust”

L. Filmore’s English translation of Faust

As published by W. Smith, 1847

The copy owned by my library

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

CUIPID

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPIDVoyager

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Voyager Demo

Voyager Demo

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Voyager

Architecture - Voyager

Metadata

Index

User Interface

INDEX

Examples:- Title index- Author index- Journal index

Voyager UI

SQL database

MARC

Examples:- Bibliographic Record- Holding Record- Authority Record

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPIDVoyager

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DVDs and Videos

Why?

Common queries were for specific titles, genres and directors

Voyager just didn’t cut it Not browse-able Cumbersome limits page to work through

Integration with website UC Berkeley example

Videos / DVDs

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DVDs and Videos

What?

Web interface for searching and browsing DVD and Videos collection

Fully automated system Maintain data in Voyager Allow users to search by keyword, and browse

by title, genre, language, and director Customized metadata display on results screen Demo

Videos / DVDs

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ColdFusion

Architecture - Videos

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

Voyager UI

SQL database

Videos

Cached Queries

Find Videos/DVDs

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DVDs and Videos (etc)

“DVDs and Videos” is related to FRBR

Primary language = expression level attribute Genre = work-level attribute User needs for metadata Unknowingly implemented aspects of FRBR

Videos / DVDs

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPIDVoyager

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SARA

Why?

Overcome limitations of commercial metasearch application

Influenced by grouped-search-results page at Amazon.Com

Experiment: Can we search everything from a single user interface?

SARA

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What is SARA?

Search And Retrieval Application

ColdFusion as a platform for metasearch Multiple concurrent Voyager searches Demo

SARA

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ColdFusion

Architecture - SARA

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

Voyager UI SARA

Verity Indexes

Stored Queries

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CUIPID Roadmap

Usability Issuesand Opportunities

FRBR Model

UB Alternative Catalog

Stanford XOBIS

Influences

Videos / DVDs

Audio / CDs

eJournals

Project Timeline

Site Search

SARA

CUIPIDVoyager

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What is CUIPID?

Catalog User Interface Platform for Iterative Development

Metadata platform (infrastructure) User-Centered-Design platform

CUIPID

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What is CUIPID

Metadata platform (infrastructure) MARCXML Information Silos Extensible

CUIPID

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What is CUIPID

User-Centered-Design platform No training Results that are

Precise Comprehensive

Meet expectations

CUIPID

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CUIPID Version 1

Proof of concept Used technology we had on hand Approximately 2000 records, four authors:

Jane Austen Charles Dickens William S. Burroughs Igor Stravinsky

Demo

CUIPID

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Verity Index

Verity

Filesystem

ColdFusion

CUIPID Version 1 - Architecture

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

Voyager UI CUIPID 1

MARCXML

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CUIPID Version 1 - Issues

Slow (10 seconds for a search) Record Limit (<250,000 records) Limited indexing (maximum 2 fields) Limited API

CUIPID

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CUIPID Version 2

Purchased server (Windows) Installed XML database (TextML) Added data Created indexes

Installed API (COM) Next Steps

Test and tweak Performance Design metadata platform Design and build user interface(s)

CUIPID

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XML Database

ColdFusion

CUIPID Version 2 - Architecture

Metadata

Index

User Interface

Voyager

SQL database

MARC

INDEX

Voyager UI CUIPID 2

MARCXMLMARCXML

extra metadata

Dublin core

METS Wrappers

IndexXPath

COM API

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CUIPID Version 2 – Create MARCXML

Create MARCXML

Bib_Data

Record segment

Record segment

Record segment

BLOBPERL

Script 1

MFHD_Data

Record segment

Record segment

Record segment

BLOB

Voyager Tables

Bibrecords

MARCXML

Holdings records

MarcEdit + (VB script to split

into individual files)

MARCXML

Bibliographic records

Holdingsrecords

PERLScript 2

MFHDIDs

CUIPID

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CUIPID Version 2 – Populate DB

Populate repositories Add a DocBase for CUIPID Add two repositories (Bibs and MFHDs) Add XML files using TextML GUI (browse / select)

Copies files into the repositories Creates log file to capture formatting problems in the

records

CUIPID

Holdings records

Bibliographic recordsCUIPID DocumentBase

Repository: Bibs

Repository: Holdings

MARCXML

MARCXML

TextML

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CUIPID Version 2 – Create Indexes

Steps to create index Assign a name Select type Design XPath statement Add comments

Examples Keyword Anywhere (built-in) Author Title Subject

TextML indexes repair and update automatically Voyager index maintenance requires manual

intervention, and server resources (keyword index regeneration).

CUIPID

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CUIPID Version 2 – User Interface

Interfaces to TextML Web Interface COM API

Cold Fusion COM <CFOBJECT> CreateObject() embedded in <CFSCRIPT> Call TextML api commands to submit queries from

inside ColdFusion programs Pass XML formatted query object

CUIPID

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Questions

Versions of MARCXML format? Issue with TextML character set? Is MARCXML a schema or a DTD? Can you tell TextML which schema or DTD

is being used for a particular repository? (to validate)

Provide example of XPATH statement Screen snap of TextML out of box XML formatted query subbmitted to

TextML

River Campus Libraries

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CUIPID ProjectCatalog User-Interface Platform for Iterative Development

David LindahlDirector of Digital Library InitiativesUniversity of Rochester Libraries

Jeff SusczcynskiLead DeveloperUniversity of Rochester Libraries